Investment Analyst/PM

• Oct 2019 - Present

Managing/Trading globally diversified tactical portfolio Managing/Trading globally diversified tactical portfolio

Student Worker at OSU Surplus

• Jan 2018 - Jun 2019

Stock Simulation Class

• Jan 2019 - May 2019

Acted as an investment research analyst covering NVDA, the market, and technology sector to present equity research report on real buy or sell opportunities for Ohio State University’s $10 million investment fund

Trading and Markets Class

• Jan 2019 - May 2019

• Discussed market intricacies, exchanges, securities trading, and had biweekly trading simulation

Financial Data Class

• Aug 2018 - Dec 2018

• Learned to efficiently find, format, display, and manipulate financial data using powerful formulas & functions • VLOOKUP, INDEXMATCH, pivot tables, goal seek, scenario analysis, net present value calculations

Financial/Operations Analyst

• May 2018 - Jul 2018

• Reported to CEO while undertaking projects to improve the strategy focus of the company • Sat in on meetings with the CEO ranging from manager meetings to commercial meetings • Collaborated with managers from underwriting, finance, operations, and B2B Marketing: - Created illustrations and presentations from market/financial analysis reports for manager - Transferred VAT tax data from excel into database - Involved in initial process of creating a new model for premiums with underwriting

Day to Day Operations

• May 2017 - Aug 2017

• Learned insightful customer relationship skills working counter for pick-ups, drop offs, and everyday customer issues • Worked with my team to help run day-to-day operations around the store such as inventory, sorting, cleaning, and training • Learned insightful customer relationship skills working counter for pick-ups, drop offs, and everyday customer issues • Worked with my team to help run day-to-day operations around the store such as inventory, sorting, cleaning, and training

Captain Caddy

• Apr 2013 - Aug 2017

Captain Caddy at Stone Oak Country Club where I engaged with members to make their round more enjoyable and hopefully score better. I also worked in the bag room, where I interacted with members by setting up events and assisting them. This was my first real glimpse on establishing relationships by communication. Captain Caddy at Stone Oak Country Club where I engaged with members to make their round more enjoyable and hopefully score better. I also worked in the bag room, where I interacted with members by setting up events and assisting them. This was my first real glimpse on establishing relationships by communication.

Headmen at the Blackwell Inn

• Aug 2016 - May 2017

During my sophomore year on campus I worked as an event headmen and planner, organizing how events would be set up. Here I worked with a team to quickly and efficiently organize set ups and tear downs. During my sophomore year on campus I worked as an event headmen and planner, organizing how events would be set up. Here I worked with a team to quickly and efficiently organize set ups and tear downs.

Employee

• Nov 2013 - Aug 2016

Working in the back operations of my local bagel and deli store. I packaged, boxed, and created pallets of bagels to ship for delivery. This job helped me learn the basics about inventory and logistical management as well as how back operations work at food services companies. Working in the back operations of my local bagel and deli store. I packaged, boxed, and created pallets of bagels to ship for delivery. This job helped me learn the basics about inventory and logistical management as well as how back operations work at food services companies.